Q: The tax gross-up effect of my Canadian dividend paying stocks is creating an OAS clawback concern in my non-registered account. Looking for tax-efficient US and International ETF’s. I don’t want ex-Canada ones because I want to have the flexibility to adjust weightings between these two.
Would HXS be a good option for US? The MER isn’t the best but maybe okay. I don’t know for the International. Thoughts?
Q: Good morning team.
As a former shareholder of Argonaut gold I became a holder of FCGV as a spin -out from Alamos gold acquisition of AR.What are your thoughts on me selling FCGV to acquire more shares of Alamos? Do you see ACGV as more of a "speculative" story?
Many thanks ,
Jean
Q: Does this selloff in tech concern you at all to take down the broader market? Seeing big down moves lately in tech, such as SHOP, GOOGL, NVDA, SMCI, VRT, etc... Tech is my largest weighting for sector, should we be repositioning at all or how would you approach this to maintain profits. I've had a very good run, but hate take the stairs up and then seeing the elevator go down fast. Thanks!
Q: I currently own Enbridge. I am considering selling ENB for Pembina. Enbridge a 7.2% dividend, is so large now, it will take a lot to move its needle. Whereas Pembina has a smaller dividend but is a bit more nibble and perhaps has more upside for it's stock to move higher. Would you agree?
Q: Ulta Beauty keeps dropping - it's down 20% from same time last year, and I'm down 26%. Do you see a concerning trend? Do you think the funds would be better deployed elsewhere? Thanks!
Q: You have many positive comments about CAPREIT. However, its distribution has not gone up since August of 2021. How does this affect your thinking about CAPREIT?
Q: Could you please comment on the earnings release and stock's valuation. Do you think market will take notice of the solid results and guidance, in light of the negative sentiment for a couple of days, surrounding AI related companies ?
Q: Please comment on this small company GMM which is showing phenomenal results in the latest 6 month results. The company made 36 cents in 1H but the stock is stuck at 90 cents. Please provide your view. Thanks